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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Delaware Ivy Balanced Fund
Price$23.47
Change-$0.50 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.08
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
IYBFX vs RAMHX Comparison Chart
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IYBFX vs. RAMHX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYBFX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. IYBFX (1.57B). IYBFX (1.86) and RAMHX (1.84) have matching dividends . IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 18.76 vs. RAMHX (12.16). RAMHX return over 5 years is better than : 30.35 vs. IYBFX (2.20).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 18.012 | 11.169 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 241B | 1% |
| Annual Yield % from dividends | 1.86 | 1.84 | 101% |
| Returns for 1 year | 18.76 | 12.16 | 154% |
| Returns for 3 years | -7.16 | 10.76 | -66% |
| Returns for 5 years | 2.20 | 30.35 | 7% |
| Returns for 10 years | 2.25 | 42.75 | 5% |
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